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Liability Funding

Many people don’t realize that just because one dies, this does not mean that your debts and other financial obligations no longer need to be paid. In our experience, it is common for a deceased client, especially a high net worth deceased client, to have substantial debt due and owing at the time of their demise – debt that must be then paid by their surviving loved ones.  These debts or obligations can include estate taxes, unpaid mortgage balances, other unpaid loans, income taxes owed by the Decedent, and funding necessary to transition business interests.  Our Clients are educated on the extent of the liabilities that may be due at death (or the death of their spouse), and intelligent ways to fund payment of these liabilities at the time of their demise.